Senior Wealth Advisor
Truist Inc, Houston, TX, United States
Wealth Advisor Position
Serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth solutions.
Essential Duties and Responsibilities:
Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients
Self-acquires new business by being active and well connected in the community
Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex relationships
Able to articulate tactical adjustments for client investment portfolios
Builds multi-generational relationships with client families, providing estate and financial planning advice, next-generation education, legacy planning as well as advising on philanthropic and charitable goals of family
Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and IRM partners who are designated to support client service and business development efforts
Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects
Partners with Truist product specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships
Thrives in a team based approach to deliver the full suite of Truist Wealth solutions
Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values
Team and peer group role model for other Wealth Advisors and Wealth Associates
Establish and maintain mutually beneficial business relationships with internal and external centers of influence
Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs
Maintain appropriate legal, operating and regulatory controls to manage risk and compliance
Using sound judgment on expense and operational efficiency
Qualifications:
Required Qualifications:
Bachelor's Degree Required
FINRA: Series 7, Series 66, Life, Health, and variable insurance licenses
10 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit, multi-generational banking needs
Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the ultra-high net worth marketplace
Proven experience working closely with patriarch and matriarch family leaders
Advanced and proven credit knowledge with a proven track record working complex credit deals
Advanced knowledge of investment, estate and tax planning, credit and risk management, financial planning and cash flow analysis, and partners with other Truist teammates for implementation of solutions for multi-generational clients
Successful background working in a goal based, results-driven, sales environment that uses metrics such as leaderboards, pipeline reporting and other sale management reporting to be successful
Ability to thrive on a team with minimum supervision
Constant peer leader and role model for other Wealth Advisors
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
Preferred Qualifications:
Bachelor's Degree in Business, Finance or Economics
CFP preferred or CTFA, CFA, CPA, JD or MBA
10 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs
Proven and successful experience working for a RIA (Single Family or Multi-Family)
Graduate of a leadership or management development program (Such as LDP, Banking School)
Serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth solutions.
Essential Duties and Responsibilities:
Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients
Self-acquires new business by being active and well connected in the community
Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex relationships
Able to articulate tactical adjustments for client investment portfolios
Builds multi-generational relationships with client families, providing estate and financial planning advice, next-generation education, legacy planning as well as advising on philanthropic and charitable goals of family
Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and IRM partners who are designated to support client service and business development efforts
Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects
Partners with Truist product specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships
Thrives in a team based approach to deliver the full suite of Truist Wealth solutions
Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values
Team and peer group role model for other Wealth Advisors and Wealth Associates
Establish and maintain mutually beneficial business relationships with internal and external centers of influence
Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs
Maintain appropriate legal, operating and regulatory controls to manage risk and compliance
Using sound judgment on expense and operational efficiency
Qualifications:
Required Qualifications:
Bachelor's Degree Required
FINRA: Series 7, Series 66, Life, Health, and variable insurance licenses
10 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit, multi-generational banking needs
Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the ultra-high net worth marketplace
Proven experience working closely with patriarch and matriarch family leaders
Advanced and proven credit knowledge with a proven track record working complex credit deals
Advanced knowledge of investment, estate and tax planning, credit and risk management, financial planning and cash flow analysis, and partners with other Truist teammates for implementation of solutions for multi-generational clients
Successful background working in a goal based, results-driven, sales environment that uses metrics such as leaderboards, pipeline reporting and other sale management reporting to be successful
Ability to thrive on a team with minimum supervision
Constant peer leader and role model for other Wealth Advisors
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
Preferred Qualifications:
Bachelor's Degree in Business, Finance or Economics
CFP preferred or CTFA, CFA, CPA, JD or MBA
10 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs
Proven and successful experience working for a RIA (Single Family or Multi-Family)
Graduate of a leadership or management development program (Such as LDP, Banking School)